 Practical Investment Analysis for the New Energy EconomyThe Trump Rally Has Begun, And These Oil Stocks Need to Be On Your RadarKeith Kohl | May 09, 2025 The Trump rally has begun. It was kind of inevitable, if you’ve been paying attention to how our President operates. One by one, the dominoes are finally starting to fall since the trade war escalated a few months ago and the market corrected. But do you really want to know when the oil market is signaling a bottom? When the fear is at its greatest and the blood is flowing freely through the streets, that’s the time we strike. For us, the biggest flag occurred when WTI crude prices fell into the mid-$50s. No matter how devastating oil falling below $50 per barrel would be for everyone, it was a clear sign that the disconnect between investors and reality has peaked. That’s why I told you to buy oil now and thank me later, because opportunities like that come but once every decade. Stop and think about it for a moment, then you’ll see that we’re still in the early stages of this opportunity. The fear over President Trump’s trade war lasting years pushed people to the brink of insanity. The moment that Goldman Sachs came out a few weeks ago calling for sub-$40. Like I mentioned earlier this week, every hour that oil stays below $60 per barrel makes me more excited. So, imagine my lack of surprise when energy stocks — and our favorite oil stock specifically — shot to the moon yesterday after the first trade deal was announced. Who would’ve thought that it was going to be the UK coming through with a huge trade deal that eliminates the 25% tariffs on things like steel, aluminum, and autos. Honestly, I didn’t have the UK succumbing first to the trade war on my 2025 bingo sheet… but hey, let’s take what we can get. As you might’ve expected, the news was a shot of adrenaline mainlined right into the market. Now, the UK by itself isn’t the driving catalyst for higher oil prices. Rather, it’s the optimism that more of these deals will be coming down the pipeline sooner and not later. Of course, the moment we see that all-important deal ironed out with China, then all bets will be off as a massive rally takes place. Fortunately, it’s still not too late to enjoy the ride. Uranium Is Surging: Where to Invest Now The price for uranium is skyrocketing. It hasn’t been this high in more than 16 years. Utilities are scrambling to secure as much fuel as they possibly can. As the American Nuclear Society puts it, "[The U.S. is] on the verge of a crisis." The last time we were in a uranium supply crunch, investors could’ve pocketed gains as huge as 8,200%. One little-known company from the Midwest is in the perfect position to ride this new bull run to stunning highs. Jason Simpkins just published an urgent presentation on this unique opportunity. Access is instant and free. These Oil Stocks Need to Be On Your Radar In the midst of the U.S.-UK trade deal, there was another piece of news that was swept to the side. On Wednesday, U.S. Energy Secretary Chris Wright said that we’ll be immediately refilling our strategic petroleum reserves. He went so far as to suggest that the U.S. will be adding another 250 million barrels to the SPR, which were woefully depleted in 2022 by the Biden administration. To be honest, I’ve been waiting for this piece of news to come out ever since WTI prices fell below $60 per barrel, and yet not many people seemed to have noticed this announcement. That’s good news for us, believe me, because this move will add a ton of value on the most beaten-down sector inside the oil industry. I’m talking about the upstream players that are collectively cutting capital spending across the board. Those E&P companies have not only taken the brunt of the price crash, but the weak oil price environment has ensured us that U.S. output is going to decline in the weeks and months ahead. Look, lower output from U.S. fields IS going to happen — there’s no changing that right now. We’ve long passed the breaking point, and companies have already started cutting their capital budgets and reducing drilling activity. There’s an absolute fire sale taking place inside the oil sector, and this is STILL the first stock I’m buying before the market closes.
A New Gold Standard Is Being Born… Are You Ready? Gold isn’t just rising... it’s running out. New discoveries have dried up. Ore quality is falling. Vaults are being drained. Meanwhile, BRICS is preparing to launch a gold-backed currency to challenge the dollar. China and Russia have already hoarded over 6,200 metric tons... And now Europe is joining in. Poland’s former finance minister says: "There will be a new gold standard for the entire Eurozone." Even U.S. Treasury Secretary Scott Bessent admits we’re in a "long-term bull market in gold"... And he’s pushing to replace the dollar with a gold-backed currency — and eliminate income taxes. Trump just signed an Executive Order to fast-track gold mining on federal land. And one tiny $1 miner — sitting on a $518 billion deposit — is suddenly in the spotlight. This is the same setup that triggered 10X to 50X gains before. Click here to see how to play it.
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